Starting a session
From any agent’s profile page, click Launch. The session enters provisioning status while the agent connects, then becomes active.
The chat interface
Type messages and the AI agent responds in real time via Server-Sent Events — no page refresh needed.
Side panel
While a session is open, the right-hand panel gives you:
Sharing files
Open Shared files in the side panel to give the agent access to documents:
- Share from library — pick existing files or folders from your file library
- Create agent folder — creates a dedicated folder for this session that both you and the agent can read and write
Revoking a shared file removes the agent’s access but doesn’t delete it from your library.
Managing multiple sessions
You can run multiple sessions concurrently — subject to your plan’s maxActiveSessions limit per seat. Go to My Sessions to see all your active and past sessions.
Ending a session
Click End session at the top of the chat. The session status changes to completed and the full history is saved.
Session history
All ended sessions appear in My Sessions with their duration and a full message history.
Auto-end
If a session becomes stale (no activity for an extended period), the platform will automatically end it and notify you.
